See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,614 | $58,726+21.9% | $92,233-22.4% | $62,292+15.0% |
| Participation rate | 71.3% | 68.3%+2.9pp | 76.5%-5.2pp | 69.5%+1.8pp |
| Annual return | 13.56% | 43.62%-30.1pp | 176.28%-162.7pp | 28.90%-15.3pp |
| Employer contribution / active EE | $43 | $2,392-98.2% | $3,679-98.8% | $2,042-97.9% |
| Participant deferral / active EE | $3,124 | $2,766+13.0% | $3,897-19.8% | $3,169-1.4% |
| Admin fee / account holder | $73 | $556-86.8% | $5,194-98.6% | $479-84.7% |